IGV

Level10Retard

How do you find these rotations? As I understand, you're saying to rotate to IGV now. How did you find that it's IGV specifically to rotate to now?

mhoepfin

I’ve got 7000 shares of IGV and I’m loving this rotation.

helloWorldcamelCase

1. CAPEX will stay agressive. It will not shrink, but consolidate to the eventual AI winners who will actually create revenue and henceforth sustainable flywheel. You can play this two ways - guess the winner, or identify winner agnostic stocks. 2. There is definitely some trickle down into software as value play portrayed by 15% surge IGV in about a month or so. I have some position in quality software names but it is more of a rotation hedge, rather than main hitter. Find the companies with strong balance sheet and fundamentals that make them net beneficiaries of AI and you are good.

Neemzeh

SOXX up 1% since May 11 IGV up 6% since May 11 lmao. Lmfao even

RonBlake

“Semis have been flat for two weeks” look at soxl 1 week chart. Then 1 month chart. Then 1 year chart. Then do the same for IGV. Hmmmm

Jerikolol

nah its just bad vibes mainly openai is 'bad' now instead of being an AI darling, xbox sucks, MSFT in-house copilot is the worst of the models (and is barely more than a chatgpt wrapper, AND there core software office 365 is boring and stagnating. oh and theyre also a SaaS now, so they get sold off every time anthorpic nukes IGV with some new claude update/plug-in. Now are any of these fundamental issues that will never get resolved? nah, prolly not. Kind of how GOOG was dead 1 year ago, and now its back to being the best company in the world. MSFT shall rise again (when tho, idk thats harder to say... 6 months? 1 year? more?)

Deeznutzsgotcha

Just for shits and giggles can we put IGV up on the big board?

trsx5

Too many call buyers for IGV to go up

Simonmagus00

IGV

PM_ME_UR_BASILISKS

If I sell my IGV June 95c at a loss it might let the market immediately pump, should I do it

KYEEZY98

I'm DCAing into IGV

octopus_serenader

been tellin everyone to just dca into IGV the last month, it's all gonna bob up like an upper decker.

illinformed-will

Forgot intu ER IGV sold off and put pressure on all holdings Nothing burger At least the real saaspocalypse proof ones will decouple and sweep liquidity from the rest, bullish

Life-Trade-6514

LMAO why is the IGV already down 1% look at that fucking gap down

illinformed-will

Tin foil hat off : MSFT is the biggest holding in IGV, INTC is 5th in SOXX. Your chart could have been IGV/SOXX and be even more correlated. I read somewhere that entities/funds now hedge more by going short/long on index rather than individual stock, wich makes sense for spreading said hedge against local event volatility. So back to your theory : MSFT saw buying/selling pressure from IGV price action, thus no real news explanation for movements. And the infamous "bIg mOneY rOtAtiOn" is slowly happening to IGV from SOXX, because only regards in here like to buy high/sell low (albeit semis probably have more gas in the tank in the near future but at one point rising yields + energy costs will put pressure on the AI infrastructure investments and margins) NVDA earnings are obviously priced in already, it'll only be used for the narrative that will "explain" the next big move (for pump or dump, idk i'm no MM)

thestudmffn

SOXS, IGV, XLE and CIBR calls

Soft_Ladder_7894

sold majority of dram and chips bought IGV ,,,

Legendary-Lemon

Semis are cooked. Rotating towards SONY, NFLX and IGV

DavidLeeBroth

I’ve got December IGV calls that have been siting pretty this last week

ben1492

Long IGV and shrt SMH is the winner. Can’t bring myself to pull the trigger though.

xavras_wyzryn

Rotation into IGV, might be still early.

PM_ME_UR_BASILISKS

Might make a play on IGV. Energy too but there's the ever looking threat that one tweet could crater it.

WinstonPOTG

PATH FIG NOW WDAY MSFT CRM or just the whole sector with IGV. Path is my favorite and the one I’m in (under 10). Made a killing with calls I bought last thursday. Also have 6500 shares. Although the best performer so far is definitely NOW

music_is_gud

Nice bro! Good luck at the casino! I'm mostly cash right now since I'm super bearish on semis but have a small SOXS position, started DCAing into MU (very unlike me coz I'm not a long term investor) and looking into IGV components since they are breaking out

music_is_gud

Look at IGV if you into ETFs. It's showing strength

TreGet234

IGV? What irritates me is that SaaS companies are exactly the ones companies will task with implementing ai. Thdy won't vibe code their own apps...

gainsusmaximus

Maybe 10% more in IGV over the next 30D

ptexpat

I have a small position in AZZ. DSGX / MANH should benefit more if / when money rotates out of chips and back into software / IGV. Likely will need some patience. SPXC earnings were good and IIRC they might have even raised their full year guide. I'd look into Belden (BDC). I am red on the name but intend holding through their next earnings before taking any action.

PutSpreadDaddi69

IGV leading. FIG bout to moon

thestudmffn

This week IGV, MSFT, NOW calls

thestudmffn

MSFT, IGV, XLE calls

Thiagopuss3

Bundle of software stocks in IGV. NOW and MNDY looking good, today. A reassessment that software will not be wiped out by AI.

claytondpark

Appears mkts rotating outta semis and into SaSS, IGV bullish

DavidLeeBroth

IGV calls, bottom is in. Look at the volume the last month.

thestudmffn

XLE, MSFT, IGV, FTNT, CRWD calls

Vegetable-Fox54

I asked Chat GPT ... see this .... consider this ... Tech is overvalued .. AI Hype ... Here was my question to Chat GPT.. Analyze short term (1-6 months) narrative being put forward on these ETF's .. SOXX and IGV. It seems now that SOXX is very over-valued that many pundits are pushing the idea that stocks in IGV are poised to rise , making overall investment in tech stocks in general seem attractive. I challenge this assumption and look as this narrative as simply market manipulation to keep tech stocks higher when really they are over-valued at this moment .. Your skepticism is reasonable. The current narrative around SOXX and IGV does resemble a classic “rotation within a crowded theme” dynamic rather than a clean reset in valuations. Here’s the key issue: * The market broadly agrees that semiconductors became overheated. * Instead of reducing overall tech exposure, the new narrative is:“Rotate from AI infrastructure winners into AI software monetization winners.” That preserves the broader “own tech at any price” trade. What matters is whether this rotation is fundamentally justified or primarily liquidity/positioning-driven. # What the current bullish narrative says # SOXX narrative (past 12–18 months) The dominant pitch has been: * AI infrastructure spending is still early * Hyperscaler capex continues rising * GPUs, memory, networking, opticals, and foundries remain bottlenecks * Semiconductors are “the picks and shovels” of AI That narrative *was* supported by real earnings growth initially. Reuters recently noted semis drove roughly 70% of the S&P market-cap gains during the rally. But the market now appears to be entering the **second phase of a bubble cycle**: 1. genuine earnings acceleration 2. valuation expansion 3. narrative extrapolation 4. crowding/speculation 5. rotation to adjacent stories The warning signs now: * SOXX P/E ratios expanded dramatically * momentum became extremely concentrated * retail leverage exploded in semiconductor ETFs * sentiment increasingly resembles “AI can only grow” That does not automatically mean a crash is imminent. But it does suggest future returns are increasingly dependent on: * sustained capex growth * no oversupply cycle * no macro slowdown * continued multiple expansion That’s a fragile setup. # The emerging IGV narrative Now the story shifted toward software. The new bullish thesis is: * semis already rallied * software lagged * AI monetization will eventually benefit SaaS firms * software margins improve as AI boosts productivity * investors are “underweight software” You can literally see this framing in institutional commentary: * “crowded semis, hated software” * “rotation into cheaper AI exposure” * “software short squeeze” * “AI monetization layer” That’s a *positioning* narrative more than a valuation-cleansing narrative. And importantly: IGV itself is not exactly “cheap.” Many software names still trade at elevated multiples despite: * slowing enterprise IT budgets * uncertain AI pricing models * margin pressure from AI compute costs * unclear long-term moat durability Even bullish software arguments increasingly rely on: That’s different from: # The strongest argument against the bullish IGV rotation thesis This is the critical point in my view: # AI may compress software economics instead of expanding them That’s the under-discussed risk. Historically, software enjoyed: * high switching costs * recurring subscriptions * labor-intensive implementation moats * pricing power AI potentially weakens several of those advantages: * code generation lowers barriers * copilots commoditize workflows * open-source AI reduces differentiation * enterprise buyers demand lower pricing Some software firms will absolutely win. But at the ETF level, the assumption that: is probably too simplistic. The market may be underestimating: * commoditization risk * margin compression * customer pricing pressure * AI infrastructure costs That’s why IGV has had violent repricings this year despite the optimistic narrative. # Short-term outlook (1–6 months) # SOXX Near term, SOXX looks vulnerable to: * profit taking * positioning unwind * weaker macro data * any slowdown in hyperscaler capex * export restrictions * rising yields The trade is crowded. Even bullish analysts acknowledge this. But: * momentum can persist longer than fundamentals justify * AI spending is still real * liquidity remains supportive So the risk is probably not “collapse tomorrow.” The bigger risk is: # IGV IGV may outperform SOXX *relative* to semis if: * investors rotate out of crowded hardware trades * rates stabilize * software multiples re-expand But that does **not** necessarily mean: * software is cheap * tech overall is undervalued * AI monetization is proven It may simply mean: # My synthesis I think your core intuition is directionally valid: * The market appears reluctant to allow a broad tech de-rating. * Instead, narratives are rotating internally within tech. * “AI infrastructure” morphs into “AI software monetization.” * Capital stays trapped in the same mega-theme. That does not mean all of tech is fraudulent or destined to crash. But it *does* mean investors should distinguish between: * real earnings power vs. * narrative-supported multiple expansion. Right now, a meaningful portion of both SOXX and IGV performance appears driven by: * liquidity * positioning * ETF flows * AI enthusiasm * fear of missing out rather than purely sober discounted cash-flow analysis. My synthesis I think your core intuition is directionally valid: The market appears reluctant to allow a broad tech de-rating. Instead, narratives are rotating internally within tech. “AI infrastructure” morphs into “AI software monetization.” Capital stays trapped in the same mega-theme. That does not mean all of tech is fraudulent or destined to crash. But it does mean investors should distinguish between: real earnings power vs. narrative-supported multiple expansion. Right now, a meaningful portion of both SOXX and IGV performance appears driven by: liquidity positioning ETF flows AI enthusiasm fear of missing out rather than purely sober discounted cash-flow analysis. And historically, when markets begin justifying elevated valuations through increasingly abstract “next phase” stories, forward returns often become much weaker even if the long-term technology trend remains real.

Vegetable-Fox54

I asked Chat GPT ... see this .... consider this ... Tech is overvalued .. AI Hype ... Here was my question to Chat GPT.. Analyze short term (1-6 months) narrative being put forward on these ETF's .. SOXX and IGV. It seems now that SOXX is very over-valued that many pundits are pushing the idea that stocks in IGV are poised to rise , making overall investment in tech stocks in general seem attractive. I challenge this assumption and look as this narrative as simply market manipulation to keep tech stocks higher when really they are over-valued at this moment .. Your skepticism is reasonable. The current narrative around SOXX and IGV does resemble a classic “rotation within a crowded theme” dynamic rather than a clean reset in valuations. Here’s the key issue: * The market broadly agrees that semiconductors became overheated. * Instead of reducing overall tech exposure, the new narrative is:“Rotate from AI infrastructure winners into AI software monetization winners.” That preserves the broader “own tech at any price” trade. What matters is whether this rotation is fundamentally justified or primarily liquidity/positioning-driven. # What the current bullish narrative says # SOXX narrative (past 12–18 months) The dominant pitch has been: * AI infrastructure spending is still early * Hyperscaler capex continues rising * GPUs, memory, networking, opticals, and foundries remain bottlenecks * Semiconductors are “the picks and shovels” of AI That narrative *was* supported by real earnings growth initially. Reuters recently noted semis drove roughly 70% of the S&P market-cap gains during the rally. But the market now appears to be entering the **second phase of a bubble cycle**: 1. genuine earnings acceleration 2. valuation expansion 3. narrative extrapolation 4. crowding/speculation 5. rotation to adjacent stories The warning signs now: * SOXX P/E ratios expanded dramatically * momentum became extremely concentrated * retail leverage exploded in semiconductor ETFs * sentiment increasingly resembles “AI can only grow” That does not automatically mean a crash is imminent. But it does suggest future returns are increasingly dependent on: * sustained capex growth * no oversupply cycle * no macro slowdown * continued multiple expansion That’s a fragile setup. # The emerging IGV narrative Now the story shifted toward software. The new bullish thesis is: * semis already rallied * software lagged * AI monetization will eventually benefit SaaS firms * software margins improve as AI boosts productivity * investors are “underweight software” You can literally see this framing in institutional commentary: * “crowded semis, hated software” * “rotation into cheaper AI exposure” * “software short squeeze” * “AI monetization layer” That’s a *positioning* narrative more than a valuation-cleansing narrative. And importantly: IGV itself is not exactly “cheap.” Many software names still trade at elevated multiples despite: * slowing enterprise IT budgets * uncertain AI pricing models * margin pressure from AI compute costs * unclear long-term moat durability Even bullish software arguments increasingly rely on: That’s different from: # The strongest argument against the bullish IGV rotation thesis This is the critical point in my view: # AI may compress software economics instead of expanding them That’s the under-discussed risk. Historically, software enjoyed: * high switching costs * recurring subscriptions * labor-intensive implementation moats * pricing power AI potentially weakens several of those advantages: * code generation lowers barriers * copilots commoditize workflows * open-source AI reduces differentiation * enterprise buyers demand lower pricing Some software firms will absolutely win. But at the ETF level, the assumption that: is probably too simplistic. The market may be underestimating: * commoditization risk * margin compression * customer pricing pressure * AI infrastructure costs That’s why IGV has had violent repricings this year despite the optimistic narrative. # Short-term outlook (1–6 months) # SOXX Near term, SOXX looks vulnerable to: * profit taking * positioning unwind * weaker macro data * any slowdown in hyperscaler capex * export restrictions * rising yields The trade is crowded. Even bullish analysts acknowledge this. But: * momentum can persist longer than fundamentals justify * AI spending is still real * liquidity remains supportive So the risk is probably not “collapse tomorrow.” The bigger risk is: # IGV IGV may outperform SOXX *relative* to semis if: * investors rotate out of crowded hardware trades * rates stabilize * software multiples re-expand But that does **not** necessarily mean: * software is cheap * tech overall is undervalued * AI monetization is proven It may simply mean: # My synthesis I think your core intuition is directionally valid: * The market appears reluctant to allow a broad tech de-rating. * Instead, narratives are rotating internally within tech. * “AI infrastructure” morphs into “AI software monetization.” * Capital stays trapped in the same mega-theme. That does not mean all of tech is fraudulent or destined to crash. But it *does* mean investors should distinguish between: * real earnings power vs. * narrative-supported multiple expansion. Right now, a meaningful portion of both SOXX and IGV performance appears driven by: * liquidity * positioning * ETF flows * AI enthusiasm * fear of missing out rather than purely sober discounted cash-flow analysis. My synthesis I think your core intuition is directionally valid: The market appears reluctant to allow a broad tech de-rating. Instead, narratives are rotating internally within tech. “AI infrastructure” morphs into “AI software monetization.” Capital stays trapped in the same mega-theme. That does not mean all of tech is fraudulent or destined to crash. But it does mean investors should distinguish between: real earnings power vs. narrative-supported multiple expansion. Right now, a meaningful portion of both SOXX and IGV performance appears driven by: liquidity positioning ETF flows AI enthusiasm fear of missing out rather than purely sober discounted cash-flow analysis. And historically, when markets begin justifying elevated valuations through increasingly abstract “next phase” stories, forward returns often become much weaker even if the long-term technology trend remains real.

Suspicious_Gap1

only stocks in IGV that didn't crash, you're trying to short them?

DavidLeeBroth

Feeling good about my IGV calls I opened last week!

Solid-Maximum057

Why IGV?

Thiagopuss3

In these times, buy and hold will not work. Wait till Trump and Israel resume bombing Iran. Follow the momo. Gas, gold and commodities. But.......if AI or tech gets really beat up......look at NOW, IGV, SOXQ.

guy_cloutier

Buy IGV leaps. Free money.

Tasty-Cellist3493

IGV

Legendary-Lemon

Data center stocks are aggressively overbought. After massive gains last year and another 100%–150% surge this year, these high-capex businesses simply cannot sustain these valuations. A steep correction is inevitable. If you add that META, GOOG, AMAZN, MSFT cannot sustain this Capex forever. They will start raising their prices across their cloud AI offerings. Their cloud AI services are mainly used by SaaS that are also squeezing into their financial viability and it will definitely hit their revenue numbers. This will trigger an anticipated slowdown until the dust settles. I’d say that those business focused SaaS with clear business use cases will start to show a real ROI but many will die in the process. TLDR: Puts (Infra and Datacenter) then Calls-Leaps (IGV and SaaS stocks in general). You will need to figure out the timing lol.

music_is_gud

IGV already had a breakout recently. I started a moderate position early Friday

shawnharlow

Have IGV calls essentially just a rotation play. Worked well as market was down and IGV got a bid on Friday.

MrMonday11235

This makes about as much sense as trying to inverse EVs after reading "they're going to kill gas guzzlers" and buying CVX and XOM. >I still bought software. MSFT/PANW/ORCL make up the most amount of IGV, which means they are software - just the part that doesn’t suck like ADBE. It's almost like when people say "AI will kill software", they don't mean all software everywhere. But what do I know, I'm just some dope expecting a baseline of literacy on r/wsb.

AltruisticMaybe7799

This, IGV

Thin_Cat8817

They are currently competing for inflows though, you can see the inversion of their movements recently. SMH and IGV have been pretty negatively correlated

music_is_gud

STRL, PANW and CRWD are strong stocks to buy right now. TAN and IGV are others I'm looking at. Obviously SOXS and MUD on the short side

StagedC0mbustion

I’ve been riding IGV but it’s been a messy ride. Maybe MSFT. Tough time to buy right now, I wouldn’t deploy all my cash at the moment.

iloveaccounting64

Well that’s just how stock picking works, I still bought software. MSFT/PANW/ORCL make up the most amount of IGV, which means they are software - just the part that doesn’t suck like ADBE.

thestudmffn

IGV, MSFT, XLE gonna make me money next week

gamjatang111

ya rotation is obvious today IGV getting bid, i think that supports the Indices so we might get digestion of the upside via rotation and sideway action rather than a straight drop

National-Log5203

For SaaS, i just did IGV, as everything software was down equally, and premiums on ETFs are cheap. For medtech, I’m thinking heavy into Boston Scientific, and then some leaps also on abbott, medtronic and stryker

fudge_mokey

my IGV 80 calls looking good. i'm hoping we can hit 100 next few weeks

claytondpark

FIG/ZS/MSFT/IGV calls printing

National-Log5203

Software is pumping, yet IGV is still flat. My luck

AltruisticMaybe7799

Steam getting let out of the Semi’s trade, rotating into IGV.

AltruisticMaybe7799

IGV rotation time baby!

National-Log5203

Rotation into software please. I’ve been sitting on my IGV leaps for 3 months now. Getting antsy

_rockthemike

Maybe just play IGV

Future_Hyena2562

So IGV calls

Careless-Maize-8915

My IGV calls sure hope so

Smooothoperat0r

So did I. And that one is on my Do Not trade list still click this anyway, and then was pleasantly surprised as I have been eyeing it already for the past few weeks. I actually entered IGV specifically for NOW exposure.

Abject-Shopping-4492

I started with options and it was not until I switched to trading Futures that I became consistently profitable. I learned to trade the MES which is micro mini S and P index and with Ninja trader you can start with one contract. It required just 500 to start and I focused initially on making 50 or a ten point move consistently twice a day. This moves a lot more than that but I figured that was a hundred a day which is 500 a week. Once you are profitable consistently you use profits to buy stock in companies like GOOGL and NVDA. Right now I like IGV and copper COPX. This way I use profits to fund my long term and pay myself each week. Since starting I learned the MNQ which is correlated to QQQ and the M2K which correlates to Russell. One can make much more but I am retired and do thi is a Roth so no taxes really.

octopus_serenader

Been DCAing into IGV at the bottom, it's nice to watch it climb again.

Prestigious-Craft251

IGV has outperformed MSFT by 10% over the last month.

MyUserName-NYC

OpenAI lost its lead; they need a major shift in leadership. Microsoft will bounce back once they figure out how to not be treated like every other software company in the IGV ETF.

Crazy_Donkies

Today was a sell off of individuals, moving from tech to industrials. Note Dow climbed. However zero chance big money is abandoning the AI, chip, CPO trade. Larry Fink is doubling down. This trade is still trillions in the making. Note SMH climbed mid day with strength. Note software IGV dropped but didn't climb back up. USO if flat. Seems to me it's a run of the mill sell off with no thesis change. AI hyperscalers dont give a shit about CPI. It's not even remotely something they think about.

ReasonableBrother448

Why would you want to add in -10%? I think adding after positive turn is much more prudent. Then you are avoiding the mindset of buying from bottom which is impossible. Check if the ETF has conditions that it can sustain push upwards. IGV for example, looks quite nice. You can even wait for channel lows to snitch another 2%. I have taken a habit that if the asset history has form, then it has future. When it bounces from channel wall it is a kind of mini earnings day.

AcademicStandard3701

If IGV can get to $105-$110 I think $720 is possible by eow on qqq!! 🚀 🌕

River_Sandhu

IGV buddy

TreGet234

IGV might have bottomed? Greatest market in history. Infinite riches everywhere.

PutSpreadDaddi69

Fine. I’ll toss in NOW, PLTR, TTD, SPOT, I can do a ton more. Just look at IGV

Careless-Maize-8915

From your fingers to gods eyes. I’ve been averaging in on IGV calls for this summer. I need this to happen

pineapplekiwipen

IGV only up like 10% since the march bottom software is basically in a bear market

Wowmuchrya

No tech jobs is actually bullish because it means retard software companies are firing people to buy chips that depreciate and they’ll have to liquidate when they go bankrupt. SOXX 5000 IGV 0.

FuckingJPMAlgos

I have a theory why software is not going up. Software is like the refiners and hardware/datacentre are the crude explorers. Right now there is shortage of hardware so cost of cloud computing is expensive and hence software is down. Puts on stocks in IGV.

dogefool88

Rotation from semis into software. IGV calls

PinealTone

Msft going up while the indexes drills? Told you guys this is a utility grandpa boomer stock not a tech stock. Put msft in XLU etf and take it out from IGV.

95Daphne

Oil has regained its losses on the session I believe, but I think we're funnily enough at the point where it's not going to be Iran doing the trick to cause some damage. It'll be the dispersion trade stopping that does it. Means both IGV and SMH have to be down on the session.

Nevsanev

Money rotating out of storage and CPU, good for other sectors. I am bag holding Space/IGV too long. Please let me feel the bull market too

ateranol

SaaS is mooning in the pre-market. IGV ETF up 2.5%. I'm a proud bagholder myself.

Quick-Ad1830

Software stocks picking up IGV

dragonowl2025

Azure maybe?? And Copilot isn’t as terrible as it’s perceived, not a winner take all situation at all here. MSFT is dragged down by IGV

mhoepfin

I’m half a million deep in IGV, would be nice to see some action soon. 😬

ObseenKarma

Me with IGV calls while SMH and SOXX gaps up daily 🫠

jraiv420

New Claude model quick sell SAS and IGV

ateranol

For the last month at least, looks like semis and software are moving inversely. The more SOXX is up, the more IGV is down, and vice versa. Hoping a semi crash lightens my SaaS bags

cinJESUS

who here is buying IGV (software) over SOXX (semis) 🤣🤣🤣

superbilliam

I started at about 38 years old. You just gotta dive in there. If you're worried set up a plan with ETFs to make it automation and less hesitation. Pick an interval like once a month, every 2-weeks, or weekly. Which ever fits your routine. Then, have a set of ETFs you believe in with a backbone ETF like VT or something. Have a set amount that you won't mess scheduled to invest into the funds you like. Risk drastically reduced over the longterm if you pick an ETF that tracks global markets like VT or one that tracks the benchmark (S&P 500) like SPY or VOO. Then, add some spice with a couple of positions that you like. Fan of semiconductors? Go with SMH. Like tech in general? Go with QQQM. Think the SaaS-pocolypse is overblown? Go with IGV. There are loads of ETFs with nearly any theme you can think of. Just be sure your backbone ETF that is most "stable" is the largest portion. Once you get this going you can dig into a couple of high conviction individual stocks a side positions to boost your gains. Picking stocks should be a longer process, so that you truly understand the company. Don't blindly buy anything EVER. Be careful and do some digging. Believe me I screwed up enough times for both of us lol. ETFs are like easy mode if you don't want to overcomplicate it. I personally have SCHG and SCHD as my backbone. I set my kids up with a mix of VT and QQQM on automatic buys at $15 and $5 each week. Not financial advice, just sharing some ideas. Nothing is guaranteed, but the indexes go up over the longterm....best of luck!

Sweaty_Platypus69

Msft needs to change sector from Information Technology to either consumer staples or utilities. Move it to XLU with a 12% holdings from IGV.

music_is_gud

Can IGV break through $89 already? Thanks!

music_is_gud

Oh yeah, I am still holding ROKU, up like a few hundred bucks now! IGV is the software etf, where pltr gets put in.

music_is_gud

I bought IGV thinking PLTR would report blockbuster earnings. Now I'm disappointed

andytobbles

PLTR is a literal ai war software stock that is still -40% off ATH and just had one of the most impressive earnings ever last quarter. We’ve literally been at war and mf think PLTR is not about to fly? IGV is breaking out for a reason, software si the play

TreGet234

IGV has likely bottomed. Buy buy buy 🤑

Defiant-Fee-7550

IGV breaking a multi-month down-trend as we speak 😦

pidaryob

sold some HOOD & IGV. Added to PLTR & NVDA. Holding SPOT & NFLX.